Tag: Plan Design

Opinions | May 24th, 2017

Taking Your Plan (and Participants) to the Next Level

More employers are starting to enhance financial benefits, through automatic enrollment, health savings programs, or other financial wellness initiatives, notes...

Products | May 16th, 2017

Plan Health Not Just About Fees and Investments

Two providers have introduced retirement plan health measurement tools with different approaches.

Opinions | May 2nd, 2017

Barry’s Pickings Online: A Default Payout Solution

Michael Barry, president of the Plan Advisory Services Group, discusses the fundamental principles of the 401(k) system, defaults and plan...

Ask the Experts | April 25th, 2017

(b)lines Ask the Experts – Differing ‘Year of Service’ Definitions for Different Plan Provisions

“Our recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recently informed me that our plan document year...

Administration | April 19th, 2017

Participants Must Be ‘Nudged’ Toward Higher Savings Rates

New research by Morningstar suggests plan sponsors may benefit from increasing default savings rates, relying on opt-out auto escalation features,...

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Data and Research | April 11th, 2017

Older Workers Unable to Retire Cost Employers $50,000 a Year

The annual cost across a workforce is an additional 1.0% to 1.5% a year.

Administration | April 3rd, 2017

Combatting the Wage Barrier with Retirement Planning

Plan sponsors and advisers play critical roles in addressing the gender pay gap and motivating women to save for retirement.

Participants | March 31st, 2017

Millennials Share Distinct Retirement Planning Preferences

Research shows Generation-Y wants to plan for retirement online as well as on mobile, and they would prefer all the...

Participants | March 29th, 2017

Millennials Want Employer’s Help with Retirement Savings

DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...

Participants | March 27th, 2017

Younger Folks Expect Their Employer to Take the Lead on Retirement Planning

People younger than 30 truly are "do-it-for-me" investors.

Products | March 17th, 2017

ForUsAll Launches 401(k) Cost Estimator

The free tool allows employers to compare the various costs that go into running a 401(k) plan, including fees for...

Data and Research | March 17th, 2017

Eighty Percent of American Workers Back State-Run Retirement Plans

“Our survey shows that Congress’ actions to limit state flexibility to address retirement insecurity are seriously out of touch with...

Products | March 16th, 2017

Prudential Aims to Gauge Retirement Plan ROI

The tool gathers millions of data points to determine participant actions and identify plan-design flaws, while offering solutions.

Products | March 15th, 2017

DST Launches Plan Analytics Dashboard

The solution provides retirement plans with data-driven insights about the health and performance of their plans.

Products | March 13th, 2017

Voya Rolling Out Suite of Retirement Planning Resources

The financial services firm will launch a series of educational webcasts and a new communications vehicle.

Products | March 8th, 2017

Morgan Stanley Teams with Ascensus for ClearFit

Targeted at small employers, this turnkey solution aims to combine Morgan Stanley’s investment and fiduciary services with the administrative and...

Administration | March 7th, 2017

Don't Forget Your Retiring Workers, Vanguard Says

The investment firm says it is important to permit them to take partial withdrawals.

Investing | March 3rd, 2017

Auto Enrollment Fueling TDF Dominance

A new study by Vanguard offers insight into TDF adoption trends

Data and Research | March 2nd, 2017

Most Workers Want Access to DC Plans

A new study by LIMRA indicates most workers prefer to save for retirement through their employers, and they value key...

Products | February 21st, 2017

Groom Law Offers Plan Document Compliance Service

The pullback of the IRS determination letter program calls for a new approach to maintain tax-qualification of retirement plan documents,...

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Every defined contribution retirement plan sponsor faces a growing list of consequential investment decisions. Knowing what choices to consider, which questions truly matter and when action is warranted is more challenging than ever. Join PLANSPONSOR for discussions and resources from industry experts and plan sponsor peers that cut through the noise.

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